Category Archives: MS CRM 4.0

Redirecting User to Specific Page After Login to Dynamics 365 Portal

Requirement: Support user should be redirected to support page after login to Dynamics 365 portal instead of home page. But later they can navigate to home page. Solution– In order to implement this requirement, here we need to implement two checks: 1. Check if user is a support user. 2. Check if he is navigating to home page for the… Read more »

Virtual Entity – New way of integration Part 2

This is our second article regarding virtual entity, if you have not checked our earlier article, we will suggest you to check that first here. In this article we are going to demonstrate about create OData Web API without Entity Framework and hosting it in Azure to consume into Dynamics 365. Let say we have employees data that we want… Read more »

Virtual Entity – New way of integration Part 1

We have seen this question many times in Dynamics CRM forums, “How can I show my custom db data into CRM forms with saving it into Dynamics CRM” and the possible options are to develop a custom control using scripting for example HTML or host a custom report/web page on iframe if you are working with CRM version

Running business rule only on record create

Requirement: Execute business rule only on create of entity record. Solution: As we know that business rules are executed on form load and on change of the associated field, which means if we have business rule for any entity it will fire for new record as well for existing records when form will load. If you are new to business… Read more »

Centering Image in Voice of Customer Survey

Requirement: We got business requirement to center voice of the customer survey logo, increase size of the logo and remove survey title. In this article we are going to share step to perform the same. . Solution: Above requirements can be implemented by modifying existing default theme or we can create new theme as well. In this demo we are going… Read more »

Free Webinar on Plug-in Development Day2

Join us on 20 Aug 2017 at 5 PM IST for the second day of Plug-in Development Webinar. Here is the high level agenda for webinar: Plugin Execution Pipeline  Working with IPluginexecution context  Using Plugin Images  Using Configuration data in plugins  Debugging Plugin  Q&A Event Url:https://goo.gl/adrWVY Meeting Id:997784757 Entry Code:N/A

Free Webinar on Plug-in Development Day 1

If you are new to Dynamics 365/CRM plug-in development and looking for how to get started join us on 19 Aug 2017 at 5 PM IST, Here is the high level agenda for webinar Overview to Dynamics 365/CRM Extensibility Architecture Introduction to Plug-ins Why we need Plug-ins Plug-in development process Writing Hello World Plug-in How to register Plug-in Q &… Read more »

Understanding Solution in Dynamics 365

Join us on 18 Feb 2017 for free webinar on Dynamics 365 Solutions. In this webinar we are going to discuss following topics: 1. Understanding Dynamics 365 Solutions 2. Working with Publishers 3. Adding components to Solution 4. Managed vs Unmanaged solution 5. Export/Import solution 6. Q & A You can find registration details here

Server Side Execution of Business Rules

Recently we hosted a free webinar on Dynamics 365 Business Rules. During webinar, there was one question regarding server side execution of the business rule: “Will it execute during create request”? And I answered it depends. If you are setting any field which has business rule associated with it, it will fire, but if you are not using that field… Read more »

Form and Fields Notification in Dynamics 365 Part 2

In our earlier article we started discussing about notification in Dynamics 365, in this article we are going to discuss some new notification method which was introduced in Dynamics 365. So let’s discuss this new method. This method provides similar functionality like recommendation action in business rule, if you are new to business rule check our following articles related to… Read more »